Samuel David Fries

Employer firm

Ssb Managed Wealth, LLC CRD 305976

$37.8M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → Present
  Ssb Managed Wealth, Llc
  Canfield, OH
• 10/2016 → Present
  Ssb Cpas
  Canfield, OH
• 09/2007 → 09/2016
  Payne Nickles & Co.
  Norwalk, OH

Other Businesses

SSB CPAS, NOT INVESTMENT RELATED, CANFIELD, OHIO, CPA FIRM, TAX MANAGER, EMPLOYEE, SINCE 10/2016, 160 HOURS PER MONTH DURING TRADING HOURS, TAX PLANNING AND BUSINESS CONSULTING.

Designations

• Certified Financial Planner